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Vista, California, United States
Hybrid
Operations Opportunity in Financial Services
Advisor Compensation Processor
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time, Non-Exempt
Salary: $42,000 – $47,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: http://careers.osaic.com/benefits
Summary:
As a member of the Compensation Operations team, the Senior Compensation Processor is responsible for the accurate and timely processing of advisor compensation transactions. This role supports core commission processing functions, payroll support activities, and collaborates cross-functionally with internal partners to ensure data accuracy and resolution of discrepancies.
The ideal candidate will have a strong attention to detail, the ability to manage multiple priorities, and experience navigating systems and processes within a financial services or broker-dealer environment. Success
in this role requires a combination of operational expertise, analytical skills, and a team-oriented mindset.
Responsibilities:
Compile, process, and maintain commission transactions, including coding, adjustments, and reconciliations
Prepare, input, and track commission batches received from sponsors and representatives
Perform quality control on transactions and data to ensure accuracy and compliance with company standards
Research and resolve discrepancies related to commission statements, payments, and account activity
Support weekly compensation and payroll processing activities
Maintain accurate records and documentation to support audit and compliance requirements
Collaborate with internal teams and external partners to resolve issues and support operational workflows
Assist with escalations, priority requests, and time-sensitive processing tasks
Contribute to process improvement initiatives and support system enhancements as needed
All other duties as assigned
Education Requirements:
High School Diploma or GED required
Bachelor’s degree in business, Finance or related field is preferred
Basic Requirements:
1 - 3+ years of experience in commission processing, financial operations, or a related field
Proficiency in Microsoft Office applications including Excel, Word, Outlook, and Teams
Strong attention to detail with excellent analytical and problem-solving skills
Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Strong written and verbal communication skills
Ability to maintain confidentiality and handle sensitive financial data
Self-motivated with the ability to work both independently and as part of a team
Strong organizational skills and a high level of accuracy in work output
Preferred Requirements:
2–4 years of experience in financial services operations or broker-dealer environment
Advanced Microsoft Excel skills (e.g., pivot tables, formulas, data analysis)
Experience with commission systems, payroll processing, or transaction processing platforms
Familiarity with industry regulations and commission processing best practices
Experience supporting system enhancements, quality control or process improvement initiative